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DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
Open Charts DFSVX vs HWSIX
DFA US Small Cap Value I
Price$42.86
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets14.18B
Hotchkis & Wiley Small Cap Value I
Price$65.53
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets676.58M
DFSVX vs HWSIX Comparison Chart
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DFSVX vs. HWSIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and HWSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. HWSIX (677M). DFSVX pays higher dividends than HWSIX: DFSVX (1.75) vs HWSIX (1.16). DFSVX was incepted earlier than HWSIX: DFSVX (32 years) vs HWSIX (40 years). HWSIX (1.05) is less costly to investors than DFSVX (0.31). HWSIX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSIX: DFSVX (0) vs HWSIX (250000). DFSVX annual gain was more profitable for investors over the last year : -5.35 vs. HWSIX (-16.52). HWSIX (91.23) and DFSVX (87.98) have equivalent 5 years return.
| DFSVX | HWSIX | DFSVX / HWSIX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 32 years | 40 years | - |
| Gain YTD | -11.305 | -12.090 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 677M | 2,097% |
| Annual Yield % from dividends | 1.75 | 1.16 | 150% |
| Returns for 1 year | -5.35 | -16.52 | 32% |
| Returns for 3 years | 7.50 | -9.52 | -79% |
| Returns for 5 years | 87.98 | 91.23 | 96% |
| Returns for 10 years | 25.81 | 9.22 | 280% |
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